Plan Ledger DOL Form 5500 · updated monthly

District Energy Holdings LLC401(k)

DISTRICT ENERGY HOLDINGS 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

District Energy Holdings LLC reported $5,602 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,252 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.031%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 2,080th-largest of 5,688 plans among Texas employers on file, and 270th of 412 in utilities. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,292,305
Participants with balances156
Active participants136
Employer contributions$850,248
Employee contributions$1,544,441
Employer contribution per active participant$6,252
Average account balance$123,669
Benefits paid to participants$1,950,818
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 156 accts · $850K emplr
2023$16.6M · 142 accts · $788K emplr
2022$13.1M · 143 accts · $661K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,375
Investment management$3,227
Total administrative$5,602
The District Energy Holdings LLC 401(k) match · 2024
Employer contribution per active participant$6,252
Median for plans this size$2,416
2024$6,252 per active participant
2023$6,306 per active participant
2022$5,286 per active participant

District Energy Holdings LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,375

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$5,602 · 0.03%
2023$4,560 · 0.03%
2022$4,708 · 0.03%
Similar plansUtilities · Texas
Tidal Power Services, LLC TX$19.5M · 0.45%
Wtg Corporate Services, LLC TX$19.4M · 0.24%
MP2 Energy LLC TX$18.8M · 0.22%
Reliant Holdings, LTD. TX$18.0M · 0.48%
Wtg Midstream, LLC TX$16.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464148018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.